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治财有道 : 中国民营家族财富管理白皮书 Wealth management of the Chinese Private Family Business

Abstract

究竟怎样的人群需要财富管理?随着中国民营企业越来越多地走向国际,他们对于财富管理的诉求也逐步引起各方的重视。去年,在多方的支持下,中欧家族传承研究中心与上海信托启动了针对民营企业家的调查,并于2015年7月11日在中欧第四届家族传承论坛发布《治财有道——中国民营家族财富管理白皮书》报告,研究当前背景下影响中国财富拥有者理财需求的因素。在新时期经济格局转变及互联网思维的冲击下,企业需要转型升级,家族面临代际传承,因而有着强烈的投融资需求;而面对财富的不断增值,他们也必须开始思考分散资金风险、跨境资产配置、财富传承等方面的问题。

Faced with a changing economic environment and a trend towards a new era of Internet thinking, companies and families are headed towards transition and succession respectively, with a fast-growing demand for investment and financing. As the value of their wealth rises, companies and families must decide how to diversify fund risks, manage cross-border asset allocation, and pass their wealth on. With a growing number of Chinese private companies going global, these needs have attracted much attention. Private banking has been established in China; the issue now is how to combine the long-established private wealth management practices from developed countries with China’s unique circumstances in order to provide excellent services to China’s wealthy.

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[芮萌; 李秀娟; 陆韵婷] 中欧家族传承研究中心


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Source

中欧国际工商学院; 上海信托

Year:2015

Publish Date:2015-07-17

Language:Chinese

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